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Meridian Wealth Management’s Veeva Systems VEEV Stock Holding History

Meridian Wealth Management’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,797
Closed -$216K – 169
2017
Q3 		$216K Buy
3,797
+201
+6% +$12.2K 0.14% 156
2017
Q2 		$220K Buy
+3,596
New +$208K 0.14% 153

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Meridian Wealth Management's VEEV Position: Q4 2017 in Review

Meridian Wealth Management sold out of Veeva Systems (VEEV) in Q4 2017, closing a stake of 3,797 shares — an estimated $216K sold.

Meridian Wealth Management first reported a position in VEEV in Q2 2017 and held it in 2 quarters. The position peaked at $220K in Q2 2017. 364 funds tracked by Wall St. Rank hold VEEV as of Q4 2017.

  • Meridian Wealth Management reported no remaining Veeva Systems position as of Q4 2017 after selling out during the quarter.
  • Meridian Wealth Management sold 3,797 Veeva Systems shares in Q4 2017, an estimated $216K.
  • Meridian Wealth Management first reported a position in Veeva Systems in Q2 2017 and held it in 2 quarters.
  • Meridian Wealth Management's Veeva Systems position peaked at $220K in Q2 2017.
  • 364 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2017.

Based on Meridian Wealth Management's 13F filing for Q4 2017, filed 30 Jan 2018.